Chesley Taft & Associates’s Progressive PGR Stock Holding History

Chesley Taft & Associates’s Portfolio PGR Stock Details PGR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.1M	Sell	14,180 -5,946	-30%	-$1.2M	0.12%	129
2026 Q1	$3.99M	Sell	20,126 -436	-2%	-$90K	0.17%	105
2025 Q4	$4.68M	Buy	20,562 +1,988	+11%	+$449K	0.18%	97
2025 Q3	$4.59M	Sell	18,574 -197	-1%	-$48.6K	0.19%	97
2025 Q2	$5.01M	Buy	18,771 +313	+2%	+$85.8K	0.22%	89
2025 Q1	$5.22M	Buy	18,458 +5,668	+44%	+$1.48M	0.25%	86
2024 Q4	$3.06M	Buy	12,790 +55	+0.4%	+$13.8K	0.14%	114
2024 Q3	$3.23M	Buy	12,735 +345	+3%	+$80.2K	0.15%	104
2024 Q2	$2.57M	Sell	12,390 -5,690	-31%	-$1.19M	0.13%	117
2024 Q1	$3.74M	Sell	18,080 -475	-3%	-$88.1K	0.19%	99
2023 Q4	$2.96M	Sell	18,555 -405	-2%	-$63.4K	0.17%	110
2023 Q3	$2.64M	Buy	18,960 +75	+0.4%	+$9.87K	0.17%	116
2023 Q2	$2.5M	Sell	18,885 -10	-0.1%	-$1.34K	0.15%	122
2023 Q1	$2.7M	Sell	18,895 -230	-1%	-$31.7K	0.18%	119
2022 Q4	$2.48M	Sell	19,125 -15	-0.1%	-$1.9K	0.17%	120
2022 Q3	$2.22M	Sell	19,140 -345	-2%	-$41.5K	0.16%	121
2022 Q2	$2.27M	Sell	19,485 -160	-0.8%	-$18.1K	0.15%	121
2022 Q1	$2.27M	Sell	19,645 -205	-1%	-$22.2K	0.13%	127
2021 Q4	$2.04M	Sell	19,850 -35	-0.2%	-$3.34K	0.11%	142
2021 Q3	$1.8M	Buy	19,885 +125	+0.6%	+$11.9K	0.1%	141
2021 Q2	$1.94M	Sell	19,760 -100	-0.5%	-$9.89K	0.11%	140
2021 Q1	$1.92M	Buy	19,860 +250	+1%	+$22.7K	0.11%	139
2020 Q4	$1.94M	Buy	19,610 +125	+0.6%	+$11.8K	0.12%	125
2020 Q3	$1.84M	Buy	19,485 +120	+0.6%	+$10.8K	0.13%	121
2020 Q2	$1.55M	Buy	19,365 +2,150	+12%	+$168K	0.12%	128
2020 Q1	$1.27M	Buy	17,215 +1,050	+6%	+$80.9K	0.12%	130
2019 Q4	$1.17M	Buy	16,165 +13,100	+427%	+$944K	0.08%	156
2019 Q3	$237K	Sell	3,065 -55	-2%	-$4.33K	0.02%	251
2019 Q2	$249K	Hold	3,120	–	–	0.02%	234
2019 Q1	$225K	Buy	+3,120	New	+$214K	0.02%	245
2018 Q4	–	Sell	-3,120	Closed	-$222K	–	274
2018 Q3	$222K	Buy	+3,120	New	+$201K	0.02%	267

Other funds holding PGR

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

FAM

Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return

Bonness Enterprises Washington, District of Columbia $310M AUM 24.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RRAM

River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return

JHP

James Hambro & Partners London, United Kingdom $2.76B AUM 19.67% 1-Year Est. Return

ACM

Argent Capital Management St Louis, Missouri $3.17B AUM 36.16% 1-Year Est. Return

Chesley Taft & Associates's PGR Position: Q2 2026 in Review

Chesley Taft & Associates reduced its Progressive (PGR) stake by 30% in Q2 2026, selling an estimated $1.2M and leaving 14,180 shares worth $3.1M. The position accounts for 0.12% of the portfolio, ranked #129.

Chesley Taft & Associates first reported a position in PGR in Q3 2018 and has held it in 31 quarters since. The position peaked at $5.22M in Q1 2025. 495 funds tracked by Wall St. Rank hold PGR as of Q2 2026.

Chesley Taft & Associates held 14,180 shares of Progressive worth $3.1M as of Q2 2026.
Chesley Taft & Associates sold 5,946 Progressive shares in Q2 2026, an estimated $1.2M.
Progressive made up 0.12% of Chesley Taft & Associates's portfolio in Q2 2026, its #129 holding.
Chesley Taft & Associates first reported a position in Progressive in Q3 2018 and has held it in 31 quarters since.
Chesley Taft & Associates's Progressive position peaked at $5.22M in Q1 2025.
495 funds tracked by Wall St. Rank held Progressive as of Q2 2026.

Based on Chesley Taft & Associates's 13F filing for Q2 2026, filed 8 Jul 2026.